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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,094 | $99,053-29.2% | $88,179-20.5% | $138,895-49.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 16.15% | 78.17%-62.0pp | 64.97%-48.8pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,649 | $2,882-8.1% | $2,549+3.9% | $4,194-36.8% |
| Participant deferral / active EE | $9,465 | $5,225+81.1% | $4,614+105.1% | $6,396+48.0% |
| Admin fee / account holder | $161 | $8,748-98.2% | $7,673-97.9% | $12,562-98.7% |